Hixon Zuercher, LLC
CIK: 0001806752Latest portfolio: $329.8M · Q4 2025
Holdings
88
Total Value
$329.8M
New Positions
5
Closed Positions
4
Top Holdings
View All 88 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GSIEGOLDMAN SACHS ETF TR | 565,608 | $24.3M | 7.36% | -2,314 | |
| 2 | GSLCGOLDMAN SACHS ETF TR | 92,941 | $12.3M | 3.73% | +398 | |
| 3 | JNJJOHNSON & JOHNSON | 49,536 | $10.3M | 3.11% | -247 | |
| 4 | JPMJPMORGAN CHASE & CO. | 30,431 | $9.8M | 2.97% | +161 | |
| 5 | JHMMJOHN HANCOCK EXCHANGE TRADED | 144,855 | $9.5M | 2.88% | +396 | |
| 6 | EMGFISHARES INC | 163,120 | $9.4M | 2.86% | -461 | |
| 7 | NVDANVIDIA CORPORATION | 49,409 | $9.2M | 2.79% | -1,963 | |
| 8 | IVVISHARES TR | 13,087 | $9.0M | 2.72% | +12K | |
| 9 | GSGOLDMAN SACHS GROUP INC | 9,460 | $8.3M | 2.52% | -121 | |
| 10 | MSFTMICROSOFT CORP | 16,659 | $8.1M | 2.44% | -2,492 | |
| 11 | SYKSTRYKER CORPORATION | 22,782 | $8.0M | 2.43% | +281 | |
| 12 | AAPLAPPLE INC | 28,899 | $7.9M | 2.38% | -6,370 | |
| 13 | NEENEXTERA ENERGY INC | 97,537 | $7.8M | 2.37% | +553 | |
| 14 | AMZNAMAZON COM INC | 33,384 | $7.7M | 2.34% | -1,162 | |
| 15 | MAMASTERCARD INCORPORATED | 13,139 | $7.5M | 2.27% | +76 | |
| 16 | XOMEXXON MOBIL CORP | 57,019 | $6.9M | 2.08% | -28 | |
| 17 | GOOGLALPHABET INC | 21,817 | $6.8M | 2.07% | -8,866 | |
| 18 | WMTWALMART INC | 53,953 | $6.0M | 1.82% | -171 | |
| 19 | METAMETA PLATFORMS INC | 8,848 | $5.8M | 1.77% | +348 | |
| 20 | LOWLOWES COS INC | 23,496 | $5.7M | 1.72% | +235 | |
| 21 | CATCATERPILLAR INC | 9,825 | $5.6M | 1.71% | -951 | |
| 22 | WFCWELLS FARGO CO NEW | 57,232 | $5.3M | 1.62% | NEW | |
| 23 | HONHONEYWELL INTL INC | 27,070 | $5.3M | 1.60% | +887 | |
| 24 | SHVISHARES TR | 47,517 | $5.2M | 1.59% | +2 | |
| 25 | TLTISHARES TR | 57,570 | $5.0M | 1.52% | -1,333 |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.4287123029805947e+90T)
Technology0.0% ($9.21480567856478e+48T)
Healthcare0.0% ($1.0251800730422913e+26T)
Communication Services0.0% ($68285840281220032.0T)
Consumer Cyclical0.0% ($770556662417202.0T)
Consumer Defensive0.0% ($6010498325752.1T)
Industrials0.0% ($5628528131871.7T)
Unknown0.0% ($4869259825.0T)
Utilities0.0% ($78.3B)
Energy0.0% ($68.6B)
Real Estate0.0% ($23.6B)
Basic Materials0.0% ($2.0M)
Filing History
Fund Information
Hixon Zuercher, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $329.8M across 88 holdings. The largest position is GOLDMAN SACHS ETF TR (GSIE), representing 7.4% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.